Customer Operations Assistant Manager recruitment
The Role covers all aspects of establishing DC Trust Contract Schemes with Fidelity, from initial review and analysis of the DC product sold, undertaking a due diligence meeting with the client, data set up, to receipt of monthly contributions and issuing of new joiner letters and Member Statements.
The Assistant Manager is responsible for all Fidelity services being delivered to the client during the implementation and will co-ordinate with the appropriate Fidelity departments to ensure services are delivered to the client in an agreed and timely manner e.g. Legal, Communications, Administration and Presentations. They will identify any operational issues as they arise and make recommendations to Clients / Fidelity Management for any required changes. They will also be pro-active in determining any other needs or concerns of the client and Operations department and act on them accordingly. During the Implementation phase the Assistant Manager will: Establish and maintain a Project file including an implementation project plan Ensure client deliverables and where appropriate acceptances, are achieved Liaise with all Fidelity DC departments and others when required Provide reports to senior management as required Support and peer review other teams work as required Support other members of the team The role also covers corporate actions which includes the management implementation of any major changes in any plan investment design post set up.
Job Requirements:
Good education standard ideally Degree, part PMI or ACII qualification or proven advanced pensions industry experience.Experience in Defined Contributions/Final Salary operations administration implementation.Good knowledge of retirement market.Self starter, keen to take on responsibility and new projects.Strong organisational skills, knowledge of running projects using Microsoft Project, PWB or equivalent Project Management tools an advantage.Numerate and computer literate (especially Excel, also Word and PowerPoint).Ability to work well with various internal Fidelity departments at all levels.Ability to anticipate potential problems, plan for such events and problem solve.Some experience of client management, consulting and sales skills would be advantageous.Good written and oral communication skills.Strong desire and satisfaction for completing and finishing tasks.Attention to detail.
This position may require travel at short notice